HIPAA Compliance Checklist for 2025
Starting as a Chief Information Officer (CIO) is an exciting but challenging role with lots of responsibility. The first 90 days are important for setting your goals, showing leadership, and building trust with your team, other leaders, and the business. This time sets the stage for how well you’ll guide IT projects and connect technology with the company’s goals.
This guide breaks your first three months into simple steps. You’ll learn how to understand the current IT setup, plan strategies that match the business needs, and take action to show early results.
By following these easy-to-understand steps, you can handle challenges confidently, work well with others, and create momentum. This will help you lead IT successfully and make technology a strong partner in the company’s future growth and success.
TL;DR
- A new CIO should begin by learning about the enterprise through meetings with key stakeholders, conducting a technology audit, understanding business goals, and assessing the IT team’s skills and gaps.
- After gathering information, the CIO should develop a clear 12-month IT vision aligned with business priorities, identify quick wins to build momentum, set up effective communication plans, and review governance and security controls.
- The CIO must then take action by launching key initiatives, optimizing vendor relationships and contracts, formalizing the IT leadership structure, and preparing the enterprise for long-term digital transformation.
- Building trust and credibility early by delivering quick wins and communicating transparently is essential to gain and maintain stakeholder support.
- Throughout all activities, the CIO should ensure IT efforts are closely aligned with business objectives to drive growth, foster innovation, and secure lasting success.
Phase 1 (Days 1–30): Learn, Listen, and Assess
The first 30 days in your new role as CIO are vital for gathering information, building relationships, and getting a clear picture of where the enterprise currently stands. This phase helps you lay the foundation for informed decision-making and strategic planning.
Meet Key Stakeholders
Begin by scheduling one-on-one meetings with business leaders, department heads, executives, and members of your IT team. Use these sessions to listen carefully and learn about their expectations, challenges, and priorities regarding technology. Building trust early on through open communication helps align IT’s role with the broader enterprise vision.
- Understand the business needs and pain points from different perspectives.
- Identify key influencers who can support IT initiatives.
- Clarify expectations about IT’s role in enabling business growth.
Conduct a Technology Audit
Perform a comprehensive review of the current IT environment. This includes evaluating infrastructure components like servers, networks, security, and cloud resources, as well as the portfolio of applications and ongoing IT projects.
- Identify what technology assets exist and how well they are performing.
- Document gaps, outdated systems, or redundant tools that may hinder efficiency.
- Review IT processes such as change management, incident response, and software license management.
This audit provides a clear, factual baseline of strengths and weaknesses from a technical viewpoint.
Understand Business Goals
Work closely with business leaders to understand the enterprise’s strategic objectives, growth plans, and innovation priorities. Knowing what drives the business will allow you to prioritize IT initiatives that align directly with these goals.
- Map out how IT can enable new revenue streams, improve customer experience, or optimize operations.
- Recognize any industry or market challenges that IT must help address.
- Assess how digital transformation fits into the company’s future plans.
This alignment ensures that IT investments directly support business success and help avoid misaligned or wasted efforts.
Assess Team Capabilities
Evaluate the skills, experience, and capacity of your IT staff. Understand existing roles, workflows, and any talent gaps or bottlenecks that could impact delivery.
- Meet with your direct reports and team leads to gain insight into their expertise and morale.
- Identify training needs or areas where new hires or restructuring might be required.
- Consider whether the current team structure supports agile delivery and innovation.
Building a capable, motivated IT team is essential for executing your long-term vision.
Phase 2 (Days 31–60): Strategize and Prioritize
After completing the initial assessment and building foundational knowledge in the first 30 days, the next 30-day phase focuses on shaping your strategic roadmap, prioritizing initiatives, and setting up effective communication and governance frameworks.
Define a 12-Month IT Vision
Based on your learnings from Phase 1, develop a clear, strategic IT vision that aligns with the enterprise’s business goals. This vision should highlight key technology initiatives designed to drive growth, improve efficiency, enhance customer experience, or enable innovation.
- Outline major projects and technology investments planned over the next year.
- Ensure the vision reflects prioritized business objectives and available resources.
- Present a balanced roadmap mixing long-term strategic initiatives and operational improvements.
This vision provides clarity and direction to the entire IT enterprise and other stakeholders.
Identify Quick Wins
Select projects or actions that can deliver tangible benefits within a short time frame. Quick wins help build momentum, gain trust from executives and users, and demonstrate the value of IT under your leadership.
- Target improvements like resolving critical pain points, streamlining processes, or enhancing security postures.
- Examples include automating manual workflows, addressing major system bottlenecks, or optimizing software license usage.
- Communicate early successes broadly to sustain support for more extensive changes.
Quick wins create positive energy and credibility for longer-term efforts.
Develop a Communication Plan
Establish clear, consistent channels and messaging strategies to keep stakeholders informed, engaged, and aligned with IT priorities.
- Define how often you will communicate with different groups (e.g., executives, IT team, business units).
- Use a variety of methods such as dashboards, newsletters, town halls, or one-on-one updates.
- Highlight progress, challenges, and upcoming plans to maintain transparency and build trust.
Effective communication fosters collaboration and helps manage expectations.
Evaluate IT Governance and Security
Revisit existing IT policies, governance frameworks, and security measures to ensure they meet current risks and compliance requirements.
- Review standards on data protection, access control, change management, and incident response.
- Identify gaps or outdated policies that need revision or enforcement.
- Engage with legal, compliance, and cybersecurity teams to align on priorities and responsibilities.
Strong governance and security are critical foundations for sustainable IT operations and risk management.
Phase 3 (Days 61–90): Act and Align
In this final phase of your first 90 days, the focus shifts from planning to action. It’s time to launch key projects, strengthen vendor and team relationships, and lay the groundwork for ongoing transformation. Execution with clear alignment ensures IT delivers tangible value and remains a strategic partner to the business.
Launch Key Initiatives
Start implementing the prioritized IT projects identified in your 12-month vision and quick wins plan.
- Define clear milestones, success metrics, and accountability for each initiative.
- Communicate progress regularly to stakeholders to maintain transparency.
- Address obstacles proactively and adjust resources as needed to keep momentum.
- Establish a project governance structure to monitor delivery and outcomes.
Launching these initiatives shows concrete progress and builds confidence in your leadership.
Optimize Vendor Relationships
Review your current vendor contracts and partnerships to maximize value and strategic alignment.
- Assess vendor performance, costs, and responsiveness against your enterprise’s needs.
- Negotiate contract terms to improve pricing, service levels, or flexibility.
- Identify opportunities to consolidate vendors or leverage multi-vendor solutions for cost savings.
- Foster vendor partnerships that align with your IT roadmap and business priorities.
Optimizing these relationships reduces costs and ensures vendors support your IT objectives effectively.
Formalize an IT Leadership Structure
Establish and clarify roles, responsibilities, and reporting lines within your IT leadership team.
- Define clear ownership of key domains such as infrastructure, applications, security, and service delivery.
- Ensure team members understand their goals and how they contribute to the overall IT strategy.
- Address any skills gaps through hiring, training, or reorganization.
- Promote collaboration and accountability within the leadership structure.
A strong, well-defined leadership team creates stability, accelerates decision-making, and drives execution.
Prepare for Long-Term Transformation
Begin setting the stage for sustained innovation and digital transformation aligned with enterprise strategy.
- Identify emerging technologies and trends relevant to your business.
- Develop roadmaps for modernization initiatives that improve agility, security, and customer experience.
- Align IT architecture and processes to support cloud adoption, automation, and data-driven insights.
- Engage business leaders regularly to refine IT’s role in enabling future growth.
Proactively preparing for transformation ensures your IT enterprise remains a competitive advantage for the company.
How CloudEagle.ai Can Help CIOs Succeed in Their New Role?
CloudEagle.ai is an advanced SaaS management and governance platform that helps CIOs succeed in their new role by providing:
Comprehensive SaaS Discovery and Shadow IT Detection: CloudEagle.ai scans the entire enterprise to identify all SaaS applications in use, including unauthorized or “rogue” apps. This full visibility helps CIOs eliminate shadow IT risks and ensure all software is managed and compliant.

Know this inspiring customer success story of how RingCentral saved $250K by consolidating duplicate apps with CloudEagle.ai.
Automated Cost Optimization and Spend Anomaly Detection: The platform detects unusual spending patterns or resource misconfigurations in real-time, allowing CIOs to act quickly to avoid budget overruns and optimize cloud spend efficiently.

License Reclamation and Reallocation: CloudEagle.ai automates the process of harvesting licenses from inactive or low-usage users and reallocates them to those who need them, ensuring maximum license utilization and reducing waste.

Know how CloudEagle.ai saves RingCentral time and costs in license harvesting.
AI-Driven Security and Compliance: With continuous, real-time compliance monitoring for major standards like SOC 2, ISO 27001, and HIPAA, CIOs can rely on automated policy updates and audit-ready reporting, reducing manual workload and compliance risks.

Accelerated Onboarding and Offboarding: Automated user lifecycle management cuts down manual tasks, accelerates employee onboarding/offboarding, and reduces security risks from orphaned accounts.
Privileged Access and Identity Management Automation: The platform automates provisioning and deprovisioning tied to HR systems, enforces least privilege principles, and manages elevated permissions automatically, decreasing security gaps and administrative errors.
Streamlined Procurement and Outsourced Procurement: Built-in workflows automate procurement approvals and renewal processes starting 90 days ahead, while expert negotiation assistance helps CIOs optimize license quantities and contract terms for better savings.
Seamless Bi-Directional Integrations: The platform integrates with over 500 SaaS app, including widely used business tools like Slack, Microsoft Teams, Jira, and ServiceNow, enabling teams to manage SaaS workflows (renewals, access requests, approvals) within their existing collaboration environments.
Check out this insightful video where Karl Haviland, founder and Principal at Haviland Software, discusses how AI-driven innovation meets real-world governance. In the video, he shares a practical blueprint for CIOs and CTOs to balance rapid AI adoption with strong operational discipline and security. Watch here:
Conclusion
The first 90 days as a CIO are very important for setting up a strong base for success. By spending time to learn about the enterprise, understand its needs, and work closely with the team, new CIOs can create clear plans that match the company’s goals. Taking focused action on these plans helps build trust and shows the value IT brings to the business early on.
This careful and steady approach helps the CIO make a lasting positive impact. It also prepares the IT department to support ongoing innovation and change, making sure technology continues to drive growth and success for the company in the long run.
Ready to take charge and lead your enterprise’s IT transformation?
Start your journey today by setting a strategic 90-day plan to build trust, drive innovation, and deliver impactful results.
Schedule a demo with CloudEagle.ai to learn how, as a CIO, you can take better control of your enterprise's SaaS stack.
FAQs
1. What are typical CIO goals in the first 90 days?
Typical CIO goals in the first 90 days include understanding the enterprise's business priorities, assessing the current IT environment, building strong relationships with key stakeholders, and identifying quick wins that demonstrate early value and build credibility.
2. Why is a technology audit important for a new CIO?
A technology audit provides a comprehensive view of existing IT assets, infrastructure, and processes. It helps the CIO identify strengths, weaknesses, and gaps, enabling informed decisions for improvement and prioritizing investments that align with business needs.
3. How can a CIO align IT with business goals?
A CIO aligns IT with business goals by thoroughly understanding the company’s strategic objectives and collaborating with business leaders to design IT strategies and initiatives that directly support growth, efficiency, innovation, and competitive advantage.